Sreedevi Guruprasad
MGV ABUNDANCE FINSERV•Koppal,KA
Anegundi Road Gangawathi Koppal,
Koppal, KA, 583227
Anegundi Road Gangawathi Koppal, Koppal, KA, 583227
About
Practice at a glance
15
Years of Experience
250
Families Served
₹20
Crores Managed
Practice Details
Min Monthly Investment:₹2,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Telugu, Kannada, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
98569
SIF Distributor (AMFI)
98569
Education
Formal Education
MBA – Master of Business Administration, Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
SIF
Gift City
Complimentary Services
Get any of the free services to experience working with Sreedevi Guruprasad.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review